Guest Column: Vulnerable clients need protection

It was good to see the Guidance Consultation from the FCA on the fair treatment of vulnerable clients that has recently been published.

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Nicola Watts: A more diverse Financial Planning profession

As a firm, I’m delighted that my firm has this month signed up to the Women in Finance Charter, committing to supporting the progression of women into senior roles.

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Dan Atkinson: Financial Planning is in its prime

As June passes into July we not only have the peak of summer to look forward to, but Amazon Prime Day – so big it’s 2 days long!

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Nicola Watts: Tracking the value of Financial Planning

We’re currently working on how we can demonstrate and track the value we add for our clients – although we know we add value, it’s difficult to put numbers to without some serious spreadsheet activity.

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